Pick the path that meets your current needs and future vision
Build Your Own Empire
Create a New Partner Firm
You are the CEO. Own your brand. Control your asset management. Design your own structure.
You get the keys to premium tools and expert guidance. But you keep the freedom. And the autonomy to run your business your way.
Fuel Your Growth
Minority Investment
Take your practice to the next level with a capital infusion. Gain the power of a national brand name.
But stay in the driver’s seat. You keep the majority stake. And you gain the resources to scale faster.
Focus On Your Clients
Join an Existing Partner Firm
Spend your day doing what you love: helping people. Let someone else handle the burden of ownership.
You plug into an established firm. And you leave the overhead to the office.
Secure Your Legacy
Full Acquisition
Finally, a succession plan that puts you in control. Sell your practice to Visionary Square on your terms.
Stay on and continue serving your clients. Or walk away toward your next chapter.
Your Independence, Your Way
Choose the model that is right for you and your clients.
You know how to serve your clients. We provide the platform to make it happen.
The Hybrid Model (RIA + OSJ)
The Best of Both Worlds
Keep your commission business without the compliance headache. Gain the flexibility of an RIA and the support of a B-D. You get:
• Multiple ways to grow your revenue
• An OSJ that handles the heavy lifting of supervision
• To keep your existing brokerage relationships
• Access to our multi-custodian platform
RIA-Only
Pure Transparency
Simplify your business. Simplify your life. Move to a 100% fee-based model where you are the true fiduciary. You get:
• Total transparency with your clients
• To shed the complexity of brokerage regulations
• A clean, streamlined practice focused on planning
• Access to our multi-custodian platform
Not sure which path to take?
We’ll help you run the numbers. We’ll look at your book. We’ll ask the questions you didn’t consider. And we’ll show you exactly how your take-home pay and daily workload change with each choice. Then we’ll define your partnered independence, together.